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Created: 15/04/2016 | By: Magenest | Email: [email protected]
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Introduction
Xero Integration extension for Magento 2 is a great tool which allows automatically synchronize accounting data from Magento 2 store to Xero Website.
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Extension's page: Xero Integration
Features
- Allows synchronizing and updating Customers from Magento 2 store into Xero.
- Allows synchronizing and updating Products from Magento 2 store into Xero.
- Allows synchronizing and updating Orders from Magento 2 store into Xero.
- Allows synchronizing and updating Invoices from Magento 2 store into Xero.
- Allow admin to view the log, queue to see what is synchronized between two apps
System Requirements
Your store should be running on Magento 2 Community Edition version 2.0.0+.
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Configuration
Set Up Xero Account
For this integration you will need to have an account in Xero Website.
First, go to https://www.xero.com/ to create Xero accounts.
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Click on Connect to QuickBooks button. New page is open. It is necessary for you to connect our extension with QuickBooks Online to authenticate users before you can exchange data with it.
Sign up to create a new one:
Or log in if you already have an account
After connecting successfully, the backend page will be displayed as follow:
Set Up The Integration
First, navigate to Store > Magenest > QuickBooks Online Config > Setup, then filling in information:
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When done, please press Save Config, your configuration is ready to use.
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Data Integration Settings
At backend of Quickbooks Online Integration extension click to update button to update information for table. Next, select synchronize button to synchronize payment methods from Magento 2 backend into Quickbooks page.
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In Lists tab of QuickBooks page, choose Products and Services > Manage Categories > New category. It provides a way for you to quickly organize what you sell, and save your time when you complete sales transaction forms.
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Main Functions
- When a new account is registered in frontend of Magento 2, Quickbooks Online Integration extension and QuickBooks page will automatically add a new record of this account.
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- When admin or the customer edits any data about the information account in Magento 2, this data will also be changed and updated automatically in QuickBooks page and vice versa.
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Update
- When a new update is available, we will provide you with a new package containing our updated extension.
- You will have to delete the module directory and repeat the installing steps above.
- Flush the config cache. Your store and newly installed module should be working as expected.
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Support
- We will reply to support requests after 3-5 business days.
- We will offer free lifetime support for all of our products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
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